Opt-out and permissions
A change is as good as a rest they say. So here is a compliance related article that does not […]
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New Content Integration with EBI, Periodic Review Template Updates & Much More
We have completed the latest upgrade to ATEB Suitability on 14th August 2022. This update comes at no additional cost […]
Pension Transfer charging
Policy Statement PS 20-06 stated that a firm providing pension transfer advice “… may also not charge less than it […]
Is now a good time?
The tentative question posed in the heading to this article refers to the vagueness of the rules around when disclosure […]
Another Pension Transfer Charging Quirk
Policy Statement PS20-06 states: “A firm may set a different level of non-contingent charges if they are not undertaking the […]
What should a good pension transfer report look like?
ATEB has worked with many firms over the past few years in relation to defined benefit pension transfer advice. This […]
DB Advice – CPD correction
FT Adviser published an article on 21 September under the heading ‘How to advise on DB transfers’. We would like […]
Template Upgrades – Including Attitude to Investment Risk Section
We have completed the latest upgrade to ATEB Suitability on 20th September 2021. This update comes at no additional cost […]
DB Pension Transfers – some charging issues
The rules that came into effect in October 2020 arrived under a headline objective of ‘banning contingent charging’. Inevitably, the […]
Pension transfer advice – personalised charges
“I’ve started so I’ll finish …”. A well known catchphrase first coined by Magnus Magnusson, the original presenter of the […]
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